Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

Staying current with today’s technology is no longer optional; it is essential. Tech Update 2026 offers accounting profession als a clear,
strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forwardlooking
session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and
remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the
profession. Learn to identify which solutions align with your firm’s goals and which are just vendor hype.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. Learn more about tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications and more. Participants will leave this class with tips and tricks on shaving hours of time per week.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

This session equips accounting professionals with practical, immediately applicable strategies for evaluating and implementing technology that drives efficiency and growth. Through real-world case studies, participants explore effective approaches to hardware, software, cloud and on-premises solutions while addressing the needs of both remote and in-office teams. Attendees leave with actionable tools for managing change, measuring results and building technology roadmaps that strengthen operations and client service.

Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

Today’s CPA firms face an overwhelming number of technology options promising higher efficiency and profitability. This session helps you cut through the noise by comparing suite vs. best-in-breed solutions, exploring the latest Agentic and Generative AI tools, and learning how to measure real ROI on firm technology investments. Discover practical strategies to build a connected, high-performing and future-ready firm tech stack.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft’s Power Tools. Discover the incredible capabilities of Power BI, Power Query, Power Pivot and Power Automate, and learn how these tools can revolutionize your productivity and efficiency.

Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics and develop an automation strategy that enhances accuracy, productivity and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.

Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features and how integration across accounting, tax and client service platforms drives productivity and compliance. Attendees will leave equipped to implement modern document systems that enhance client experience while maintaining robust security and compliance controls.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

This dynamic, Excel-centric session shows you how to leverage features like templates, Precision as Displayed and PivotTables, along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY and GROUPBY functions and seamless Copilot integration. These features will transform how you and your team analyze data, automate reporting, and deliver actionable insights from Excel.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

Artificial intelligence is changing the way accountants work—today, not tomorrow. This session delivers clear, hands-on examples of how AI can automate reporting, improve analysis and enhance client and management communications. Learn to use tools like ChatGPT, Microsoft Copilot and industry-specific AI platforms to increase productivity and accuracy. This session demystifies AI, showing practical ways to implement it responsibly while achieving measurable results. Ideal for accountants, auditors and finance leaders ready to put AI to work in their daily operations.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

This session delivers practical, high-impact strategies for improving everyday technology performance without major system replacements. This session focuses on overlooked configuration settings, productivity shortcuts, workflow improvements and security tuneups that accounting professionals can implement immediately. Participants will learn how small, intentional technology adjustments can reduce friction, improve reliability, strengthen security and extend the value of existing hardware and software investments.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

Explore how AI-powered tools in Microsoft 365—like Excel, Outlook and Teams—can streamline workflows, enhance data analysis and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Delve into the technology tools essential for CAS, including accounting software, workflow automation and reporting platforms. Gain insight into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS and identify critical steps to build a scalable CAS practice aligned with their firm's goals.

Randolph P. Johnston, MCS
K2 Enterprises , Hutchinson, KS

This session equips executives and financial professionals with a practical framework for engaging confidently in critical technology discussions. This program presents ten targeted questions that drive meaningful dialogue around cybersecurity, infrastructure, cloud governance and remote work. Attendees gain actionable insight to evaluate technology risks, improve oversight and align IT decisions with organizational strategy and business objectives.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

Selecting the right technology and ensuring it is successfully adopted remains one of the most significant challenges facing firms today. This session presents a practical framework for evaluating software, aligning technology decisions with business objectives and implementing governance and change-management practices that drive adoption. Attendees will gain actionable strategies for assessing readiness, managing vendors and reducing implementation risk to ensure technology investments deliver measurable results.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

Participate in this session to learn about seven specific items you can (and should) act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the “hows" and “whys” associated with implementing the seven technologies discussed. This is “must-see” CPE for those interested in productivity, efficiency and data privacy and security.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

This session shows how practical automation can permanently reclaim hours in your day without working longer. Participants explore real-world automation tools and workflows that reduce repetitive tasks, improve accuracy and lower stress. This hands-on session demonstrates how small automation investments compound into long-term productivity gains across both professional and personal activities.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you’ve yet to discover dynamic arrays, participate in this session to learn how you can take advantage of this terrific feature.

Thomas G. Stephens Jr, CPA, CITP, CGMA
Managing Partner / K2 Enterprises , Hammond, LA

Many professionals use OneDrive but don't realize or use its full capabilities. Whether you have a business or personal account, OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security.

Stephen M. Yoss, CPA, MS
K2 Enterprises , Hammond, LA

True crime meets accounting! Explore real-world cases of financial fraud, cyberattacks, and ethical failures that made national news. Discover how these schemes happened, why internal controls failed and what accountants can do to prevent similar incidents. You’ll learn from some of the most intriguing cases ranging from AI-powered deception to massive embezzlements, and gain practical insights into data protection, fraud detection and governance. Perfect for CPAs and financial professionals who want to turn today’s scandals into tomorrow’s lessons.